EVENT DETAILS

Have you developed a comprehensive plan to manage and protect your assets for the future? Please join Premier America Credit Union and representatives from LPL Financial and Affinity Trusts for a complimentary workshop where you’ll learn best practices for effective Trust & Estate planning.

Topics Include:

The pitfalls of using joint ownership as a way to transfer property

Empowering the right person to manage your finances and make medical decisions for you in the event of incapacitation